Dawn
Robinson
Shield Wealth Advisors
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About this Advisor
Dawn Robinson is a financial advisor working out of Buffalo, New York with a total of 3 years of relevant experience. Robinson is an employee of Shield Wealth Advisors. The advisor has gained experience at Argus Tax, Inc, Village Of Lancaster, Schlabacj Enterprises, Robinson Tax Service, Wny Safe Solutions Consulting, Inc and Independent Solutions Wealth Management, LLC. Robinson maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in New York and Texas. Shield Wealth Advisors is a registered investment company that has its headquarters in Buffalo, NY. It has $46 million in assets between its 227 customer accounts, placing it among the smaller firms in the country by assets under management. Of its 227 accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Shield Wealth Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees depend on which services the firm provides the client. However, fee types charged by Shield Wealth Advisors likely consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shield Wealth Advisors Brokerage Details
$45,688,569
3
227
$201,271
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Dawn Robinson Work History
Dawn has been registered as a financial advisor for 3 years.*
Robinson Tax Service
Wny Safe Solutions Consulting, Inc
Independent Solutions Wealth Management, LLC
Argus Tax, Inc
Village Of Lancaster
Schlabacj Enterprises
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dawn Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shield Wealth Advisors
Buffalo, NY
Buffalo, NY
Buffalo, NY
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